Account Type*** ****Account Owner******* ***Account Opps/Deals***** *******Closed Won • Oct 24***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
BNYClient Operations TransitionsOct 22 - PresentAviva InvestorsClient Operations TransitionsApr 20 - PresentBrooks MacdonaldFund Dealer CF30 RegisteredFeb 12- Mar 22
Emily LewisSenior Event ManagerView Profile, emily lewisDave PachecoFixed Operations DirectorView Profile, dave pachecoSonia FloresClaims Service DirectorView Profile, sonia flores